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Eagle Strategies LLC CRD 110826
$32.0B regulatory AUM 6,662 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-04-04 |
| TX | RA | APPROVED | 2019-01-18 |
Branch Locations
Santa Rosa Beach, FL • United States
6200 Bridge Point Parkway Suite 300 Bldg Iv, Austin, TX 78730 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lucien, Stirling & Gray Advisroy Group, Inc. | Austin | TX | 05/2015 | 02/2018 |
| Wes Young & Associates | Austin | TX | 02/2018 | Present |
| Nylife Securities Llc | Austin | TX | 06/2018 | Present |
| Eagle Strategies Llc | Austin | TX | 01/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-11 |
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